Sagespring Wealth Partners’s Burlington BURL Stock Holding History

Sagespring Wealth Partners’s Portfolio BURL Stock Details BURL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$319K	Sell	1,007 -173	-15%	-$55.8K	﹤0.01%	672
2026 Q1	$384K	Buy	1,180 +350	+42%	+$107K	0.01%	572
2025 Q4	$240K	Sell	830 -3	-0.4%	-$814	﹤0.01%	698
2025 Q3	$212K	Sell	833 -45	-5%	-$12.2K	﹤0.01%	706
2025 Q2	$204K	Buy	+878	New	+$209K	﹤0.01%	688
2025 Q1	–	Sell	-841	Closed	-$240K	–	660
2024 Q4	$240K	Buy	+841	New	+$227K	0.01%	540

Other funds holding BURL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sagespring Wealth Partners's BURL Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Burlington (BURL) stake by 15% in Q2 2026, selling an estimated $55.8K and leaving 1,007 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Sagespring Wealth Partners first reported a position in BURL in Q4 2024 and has held it in 6 quarters since. The position peaked at $384K in Q1 2026. 654 funds tracked by Wall St. Rank hold BURL as of Q2 2026.

Sagespring Wealth Partners held 1,007 shares of Burlington worth $319K as of Q2 2026.
Sagespring Wealth Partners sold 173 Burlington shares in Q2 2026, an estimated $55.8K.
Burlington made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #672 holding.
Sagespring Wealth Partners first reported a position in Burlington in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Burlington position peaked at $384K in Q1 2026.
654 funds tracked by Wall St. Rank held Burlington as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.